Shared on25 Sep 25Fair value Decreased 5.42%
Arvinas’ consensus price target was reduced to $17.44, reflecting increased commercialization uncertainty for vepdegestrant following the decision to seek a third-party partner, restructuring, and delays to peak sales estimates despite ongoing support for the early-stage pipeline. Analyst Commentary Recent decision by Arvinas and Pfizer to seek a third-party partner for vepdegestrant has introduced significant uncertainty around commercialization timing and strategy, prompting downside risk to valuation.
Shared on24 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 8.24%
AnalystConsensusTarget has decreased revenue growth from -3.9% to -8.5%.
Shared on09 Apr 25Fair value Decreased 8.86%
AnalystConsensusTarget has decreased revenue growth from -3.5% to -3.9%.
Shared on02 Apr 25Fair value Increased 53%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 121%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.